Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
TRUE PRIVATE WEALTH ADVISORS 04-20-2020 03-31-2020 723 469,566,000
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
iShares Core S&P Total US Stock Mkt ETF CORE S&P TTL STK 1 $66,544,000 1,163,164 14.17 15.24 -204,102 -14.93 03-31-2020
iShares 1-3 Year Treasury Bond 1 3 YR TREAS BD 2 $45,142,000 520,849 9.61 13.90 -550,663 -51.39 03-31-2020
3
iShares Intermediate Govt/Crdt Bd ETF INTRM GOV CR ETF 4 $24,701,000 214,897 5.26 4.11 -23,071 -9.70 03-31-2020
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